This is friendly, simple financial planning.
Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future through straightforward, no nonsense financial planning and wealth management.
Laura Pearson
Director & Chartered Financial Planner
Annette Smith
Mortgage & Protection Advisor
Claire Haggerty
Financial Planner
Malcolm Gorton
Mortgage & Protection Advisor
Lauren Kelly
Practice Manager
Chloe Hulse
Financial Planning Administrator
Nickie McArdle
Marketing Manager
Jake McNeight
Financial Planning Administrator
Our values:
Values to us go beyond vague, uninspiring statements on a wall. We live and breath these values in everything we do.
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Approachable
We are friendly, down to earth and easy to deal with for all our clients and connections. No stuffy suits and shiny cufflinks with us.
Independent
We passionately believe that our clients should be able to access the best financial solutions for them and therefore we are committed to completely independent financial advice.
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Jargon Free
We will remove the jargon and the complexity that surrounds the world of financial planning and wealth management to make everything easy to understand.
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Full Service
We believe that the best way to receive financial planning is off a qualified advisor who understands all elements of the advice and planning needed not just now but in the future.
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Continued Professional Development
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Do what we say
If we can’t do it, we won’t say that we can do it. If we say that we can do it, then we will do it. Simple.
Giving Back
We absolutely believe that looking after the people in our community is a key requirement of our business and that being confidently in control of your financial future can improve your overall health and wellbeing.
Dynamic
We are fast moving, progressive and will react quickly and seamlessly to change when we need to whether it be our business, your business or your plan that needs to move on.
Team Value
We value our colleagues just as much as we value our clients and are committed to providing a positive and collaborative working environment which allows every voice to be heard as an equal.
We will always be top of our game and go above and beyond to keep learning about the evolving financial services industry. Whether it be new taxation regimes, new regulation or new solutions to offer we will do whatever it takes to make sure we know it all, inside and out, so our clients receive nothing but up to date expert advice.
